Etsy Outlines Slight GMS Growth for 2026 Amid Depop Sale and AI Strategy

Etsy projects a modest growth in its Gross Merchandise Sales (GMS) for 2026, influenced by the sale of Depop and its new AI-driven strategy.

19 Feb, 14:21 — 19 Feb, 17:33

Post Share

Perspective Analysis

AI-generated comparison of how 3 sources cover this story

The coverage of Etsy's recent performance and outlook shows a clear split in focus, with some outlets highlighting future strategy while others emphasize current profit issues. Seeking Alpha focuses on future growth and strategic initiatives like AI and the Depop sale, whereas The Wall Street Journal emphasizes current financial challenges. Yahoo provides a general earnings call summary, likely encompassing both aspects but without a specific narrative focus in its title.

What sources agree on

Etsy's financial performance and outlook are the central topic of discussion.
The company is undergoing strategic changes, including the sale of Depop.
Etsy is implementing an AI strategy as part of its future plans.
There is an expectation of GMS growth for 2026.

Where they diverge

Primary focus on current financial results versus future strategic outlook

wsj

Focuses on the immediate financial challenge of lower profit despite increased revenue.

seeking-alpha

Emphasizes future growth prospects for 2026 and strategic initiatives like the Depop sale and AI.

Notable gaps

Specific details regarding "lower profit despite higher revenue".

Covered by wsj · Not in yahoo, seeking-alpha

Explicit mention of "slight GMS growth for 2026".

Covered by seeking-alpha · Not in yahoo, wsj

Direct reference to "AI-driven strategy".

Covered by seeking-alpha · Not in yahoo, wsj

Perspective Analysis

Comparing sources…

Coverage Timeline

wsj19 Feb, 14:21First to report

Etsy Posts Lower Profit Despite Higher Revenue - The Wall Street Journal

seeking-alpha19 Feb, 16:16

Etsy outlines slight GMS growth for 2026 amid Depop sale and AI-driven strategy

Yahoo19 Feb, 17:33

Etsy, Inc. Q4 2025 Earnings Call Summary

Read at source (3 outlets)

Yahoo27m ago

PERSPECTA

Etsy Outlines Slight GMS Growth for 2026 Amid Depop Sale and AI Strategy

Perspective Analysis

What sources agree on

Where they diverge

Notable gaps

Perspective Analysis

Coverage Timeline

Etsy Posts Lower Profit Despite Higher Revenue - The Wall Street Journal

Etsy outlines slight GMS growth for 2026 amid Depop sale and AI-driven strategy

Etsy, Inc. Q4 2025 Earnings Call Summary

Read at source (3 outlets)

Etsy, Inc. Q4 2025 Earnings Call Summary

Etsy outlines slight GMS growth for 2026 amid Depop sale and AI-driven strategy

Etsy Posts Lower Profit Despite Higher Revenue - The Wall Street Journal

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Perspective Analysis

What sources agree on

Where they diverge

Notable gaps